+24.3%
W vs LPLA
-16.5%
+40.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +4.6% | +6.4% | +10.3% |
| 7D | +8.4% | +15.7% | -7.3% | +6.5% |
| 30D | +16.5% | -6.2% | +22.7% | +17.1% |
| 3M | +6.4% | -12.0% | +18.4% | +7.6% |
| 6M | +90.5% | -2.7% | +93.3% | +90.5% |
| YTD | +23.1% | -12.5% | +35.6% | +27.5% |
| 1Y | +24.3% | -16.5% | +40.8% | +30.7% |
| All | +24.3% | -16.5% | +40.8% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling